9.1 - Building a Prospect
STEP 1 – ADD A PROSPECT
In EZ Loader TMS, to add a Customer into the system they must first be established as a Prospect, then promoted to customer.
CLICK THE [+] IN THE TOP RIGHT OF YOUR SCREEN AND THEN SELECT “NEW PROSPECT”
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FILL IN THE REQUIRED INFORMATION AND CLICK “SAVE & CLOSE”
If you would like to add a contact to the prospect, click the green button that says "Save & Add Contact" this will take you to a secondary form to fill in contact information.
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You will be taken to a Prospect Profile where you can keep up with contacts, notes and even make tasks on a prospect.